PCS
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Private Client Services’s Salesforce CRM Stock Holding History

Private Client Services’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,246
Closed -$320K – 170
2024
Q2 		$320K Buy
+1,246
New +$320K 0.2% 92